TLDR (Summary)
The best contract software for lawyers is Plutio ($19/month).
Legal engagement letters protect against extra work without extra pay, fee disputes, and malpractice claims. Plutio creates professional engagement letters with digital signatures, connecting to proposals and client management.
Legal practices using proper engagement letters reduce exposure through documented scope and client expectations.
For additional strategies, read our guide to preventing scope expansion.
What is contract software for lawyers?
Contract software for lawyers is software that creates, sends, and tracks engagement letters and retainer agreements with digital signature capability.
The distinction matters: informal engagements leave practices vulnerable, formal engagement letters document terms both parties acknowledge. Legal contract software handles the specific requirements for attorney-client relationships.
What legal contract software does
Core functions include creating engagement letter documents from templates, sending for digital signature, tracking signature completion, storing signed agreements securely, and connecting to client workflow.
Informal commitments vs engagement letters
Verbal agreements and email confirmations lack enforceability and do not satisfy ethical responsibilities. Engagement letters document scope, fees, responsibilities, and terms of representation.
What makes legal contracts different
Legal engagement letters include specific terms: scope of representation, fee arrangements, client responsibilities for information and cooperation, conflict disclosures, and termination provisions that satisfy professional responsibility requirements.
When contracts connect to proposals and client management, the entire setup becomes protected. Clear terms prevent disputes and satisfy ethical obligations.
Why lawyers need contract software
Lawyers who grow beyond a handful of active clients face a compounding problem: every new client adds admin work that does not scale, and legally-binding e-signatures is where that admin tends to pile up.
Lead tracking, quoting, project management, payment follow-ups, and clients communication multiply with each engagement. Without a system that connects these functions, details fall through cracks, contracts tasks accumulate during busy matters phases, and Spending evenings catching up on admin instead of resting or doing legal work.
The unsigned contracts problem
According to industry research, 36% goes. For lawyers specifically, that means 10-15 hours per week spent on non-billable tasks: unsigned contracts, scope disputes, no paper trail, and responding to clients questions.
If you bill at $75/hour, those 10 hours of admin represent $750/week of potential billable time. That's over $3,000/month in opportunity cost, not counting the mental energy spent on context switching between legal work and administrative tasks.
The fragmentation problem
Most lawyers stack 4-7 disconnected tools: practice management, document automation, billing systems, and email for client communication. Each tool handles one function, but none share data automatically.
Automated reports create daily friction: logging into multiple platforms to piece together a client's history, copying details from one system to another, manually cross-referencing entries with project scope, and hoping that the terms you quoted match what you're actually delivering. The cognitive overhead adds up, and the risk of errors increases with every manual handoff.
The scope disputes epidemic
Scope disputes affects nearly every lawyer at some point. According to research, 50-70% late, with average invoices paid 20+ days beyond terms.
The issue compounds because lawyers often work on multiple matters with different schedules. Manual tracking across spreadsheets or disconnected tools leads to missed tasks, forgotten follow-ups, and opportunities left on the table.
The scaling tipping point
Most lawyers hit a threshold around 8-12 active clients where the manual approach breaks down. At this point, you're either spending more time on admin than legal work, or you're dropping balls. Tasks go out late, follow-ups get missed, and you start turning down good work because you can't imagine adding more complexity to an already chaotic system.
Connected contract software absorbs the admin work that would otherwise scale linearly with each new client. Plutio handles routine contracts tasks, tracking, and follow-ups automatically, leaving lawyers to focus on the work that actually generates revenue.
Contract features lawyers need
The essential contracts features for lawyers connect agreements and e-signatures with matters delivery, time tracking, and clients communication while handling the unique patterns that legal work requires.
Core contracts features
- Custom templates: Add your logo, brand colors, typography, and terms. Create different templates for project agreements, retainer contracts, NDAs. Set up once and apply with one click.
- Multiple payment methods: Accept credit cards through Stripe (2.9% + $0.30 per transaction), bank transfers via ACH (typically 0.8%), or PayPal. Offering multiple options increases completion speed.
- Automated reminders: Configure reminders before due dates, on due dates, and after. Follow-ups send automatically without you drafting messages or remembering to check status.
- Recurring automation: Schedule recurring tasks for retainer clients that send automatically on set dates. Pair with automation to complete without either party taking action.
- Time-to-billing conversion: Select tracked time entries from matters and convert directly to billable items. No copying hours from a time tracker. The description, duration, and rate pull automatically.
- Expense tracking: Log matters expenses with receipts attached. Add to clients billing at cost or with markup (common practice is 10-15%).
Lawyers-specific features
- Deposit collection: Request upfront payment before work begins. Industry standard is 25-50% deposit. Plutio should connect deposits to final billing automatically.
- Milestone billing: Split matters payment across phases. Each milestone triggers its own action when you mark that phase complete.
- Revision tracking: When scope expands beyond contracted revisions, the billing should reflect additional work. Connect revision logs to billing so extra rounds generate accurate charges.
- Proposal-to-project flow: When a client accepts a proposal, the schedule should generate automatically based on the payment terms defined.
Platform features that multiply value
- White-label branding: Custom domain, logo, colors, and fonts. All clients-facing communications show your brand. clients never see the software vendor's name.
- Unified inbox: All clients messages, matters comments, and notifications arrive in one place. Reply without switching to email. Conversation history stays attached for context.
- Permissions: Control who sees what. Contractors see only their assigned work. clients see their portal, not your internal notes or margins.
- Customizable navigation: Rename menu items to match how you talk about your work. Hide features you don't use to reduce clutter.
- Mobile apps: iOS and Android apps for full functionality on the go. Work from anywhere with the same capabilities as desktop.
- Automations: Create rules that trigger actions without your involvement. Set up once, runs continuously.
The deciding factor for lawyers is integration depth. contract signing software that connects with proposals, contracts, projects, time tracking, and clients communication eliminates the duplicate data entry that consumes hours every week.
Contract software pricing for lawyers
Contract software for lawyers typically costs $10-50 per month, with integrated platforms providing complete functionality.
What lawyers typically pay for contract tools
- e-signature software: $10-40/month for signatures
- HelloSign: $15-25/month
- Legal practice client management software: $39-129/user/month (includes contracts)
- contract signing software: $19-49/month
Signature tools require creating documents separately. Practice management tools may include contracts at higher pricing.
Plutio pricing (January 2026)
- Core: $19/month: Unlimited contracts plus proposals, invoicing, projects, portals.
- Pro: $49/month: Unlimited clients, team features, advanced permissions.
- Max: $199/month: Unlimited team, advanced reporting, full white-labeling.
The ROI calculation for lawyers
- Malpractice protection: Reduced exposure through documented terms
- Scope protection: Prevent work without compensation
- Ethical compliance: Meet professional responsibility requirements
Contract software ROI comes through protection. A single avoided dispute or claim pays for the platform many times over.
Why Plutio is the best contract software for lawyers
Plutio handles contracts as part of a complete platform where proposals, contracts, projects, time tracking, and clients communication work together rather than as separate tools that need manual connection.
Complete workflow integration
When a client accepts your proposal, Plutio can automatically create the project, set up the contracts schedule based on milestone payments, and prepare the contract for signing. When they sign, setup tasks generate. When you track time on legal work, those hours attach to the project. When a milestone completes, the action triggers. Every step connects to the next without copying data between systems.
White-label everything
Use your own domain (clients.yourstudio.com instead of plutio.com/yourusername). Upload your logo, set your brand colors and typography. Every client-facing touchpoint shows your brand: proposals, contracts, invoices, portals, emails, receipts. clients never see "Plutio" or any indication you're using third-party software. Brand perception matters for lawyers because professional appearance affects perceived value and justifies premium pricing.
Unified inbox for all clients communication
When a client messages about a matter, responds to a proposal, approves work, or asks about billing, the message appears in one inbox. Reply directly without opening email. The conversation history stays attached to that client's record, so months later when they return, you have full context.
Granular permissions
Control exactly who sees what at the level that makes sense for your business. Contractors see only their assigned work. clients see their portal and documents. Neither sees your internal notes, profit margins, or other clients data.
No-code automations
Create rules that trigger actions without your involvement. Common lawyers automations include: send reminders before due dates, notify you when a client views a proposal, create follow-up tasks when items are overdue, send welcome emails when contracts are signed. Set up once during initial configuration, runs continuously without attention.
Native integrations for lawyers workflows
Connect Stripe and PayPal for payments with no additional configuration. Sync Google Calendar or Outlook for scheduling. Add Zoom links to booked calls automatically. Push financial data to accounting software or Leading bookkeeping tools for accounting. Use Zapier to connect 3,000+ other apps. Plutio handles the core workflow while integrating with specialized tools where deeper functionality is needed.
Everything runs from one app with your branding, your terminology, and your workflow logic. Instead of switching between 5-8 different tools to manage one client, you operate from a single platform designed to handle the complete service business lifecycle.
How to set up contract software in Plutio
Setting up contracts in Plutio takes 2-4 hours for initial configuration, then 5-15 minutes per client after your templates, rates, and integrations are in place.
Step 1: Configure default settings (30 mins)
Set your default hourly rate, standard payment terms (Net-15, Net-30), preferred currency, and tax settings. These defaults apply automatically unless overridden for specific clients. Consider setting your deposit requirement (25-50% is standard) and late fee policy (1-1.5% monthly is common).
Step 2: Create templates (1-2 hours)
Build 3-5 templates covering your common matters types. For lawyers, recommended templates include:
- Full matter package: 50% deposit, milestone payments, final on delivery. Includes scope for complete legal work.
- Quick matter: Simpler structure for smaller engagements.
- Monthly retainer: Automatic monthly billing. Specify included scope and how out-of-scope requests are handled.
- Rush matter: Standard templates modified with 25-50% rate increase and expedited timeline.
Step 3: Connect payment processing (20 mins)
Link Stripe and/or PayPal to accept online payments. Both take 2.9% + $0.30 per transaction. Consider offering ACH bank transfer (typically 0.8%) for larger amounts. Test each payment method before using with clients.
Step 4: Set up integrations (30 mins)
Connect your calendar (Google Calendar or Outlook) for scheduling, your accounting software (accounting software or Leading bookkeeping tools) for financial sync. If you have specialized needs, explore Zapier for additional connections.
Step 5: Import existing clients (30 mins)
Upload existing clients data via CSV export from your current system. Plutio maps common fields automatically. For active clients, create their matters records. For historical data, decide how much to migrate vs. archive.
Step 6: Test with one real matter
Run through the complete workflow with an actual client rather than a test account. Create the proposal, convert to matter, track time, generate billing, send it, and confirm receipt. Real interaction reveals friction that test scenarios miss.
Common setup mistakes to avoid
- Over-customizing too early: Start with minimal templates and refine based on actual use rather than imagining every possible scenario upfront.
- Ignoring mobile: Download the mobile apps during setup and test key workflows.
- Skipping automation setup: Reminders and notifications save significant time. Configure these during initial setup.
Build templates for the 80% cases that cover most of your matters. Handle the other 20% by customizing the closest template per situation rather than trying to create templates for every possible scenario.
Engagement letter templates for lawyers
Engagement letter templates document the terms that protect your practice while satisfying ethical obligations.
Essential template types for lawyers
- Hourly engagement letter: Standard hourly representation
- Flat fee engagement letter: Fixed-fee matter representation
- Retainer engagement letter: Ongoing retainer arrangement
- Limited scope letter: Unbundled or limited representation
- Consultation letter: Initial consultation terms
Essential engagement sections
- Scope of representation: What matters are covered
- Fee arrangement: How fees are calculated and billed
- Client responsibilities: Cooperation and information duties
- Retainer terms: Trust account and replenishment
- Termination: How representation can end
- Conflict disclosure: Required conflict information
- Communication: How and when you will communicate
Template proven methods
- Follow jurisdiction-specific ethics requirements
- Include all required protective language
- Update as ethics rules change
- Obtain professional review
Engagement templates encode your practice protection. Consistent, thorough terms across all clients.
Client portals for lawyers: engagement letter access
Client portals provide organized access to engagement letters, reducing repeated requests while maintaining professional documentation.
Engagement letter access through portals
Clients access their signed engagement letters anytime through portals. No email requests for copies. Terms always available for reference.
Signature through portals
Engagement letters appear in client portals for review and signature. Clients sign within your branded environment.
Document organization
Engagement letters alongside other client documents: pleadings, correspondence, invoices. Complete documentation in one place.
Professional presentation
Portal-based access signals modern practice operation. Clients experience organized, professional representation.
Matter visibility
Engagement terms accessible alongside matter status. Client understanding of representation scope reinforced.
Portal engagement letter access maintains professional standards. Documentation available without administrative burden on practice.
How to migrate your engagement letters to Plutio
Migration from another contract software typically takes 3-5 hours of active work spread over a weekend, with the best time to switch being between matters rather than mid-delivery when you have active clients commitments.
Step 1: Export from your current tool
Most contract software provides CSV export for clients data and document archives. Here's what to export from common tools:
- e-signature software: Export clients and matters data from Settings or Reports. Download important documents manually.
- HelloSign: Export contacts and history from Reports section. Download transaction history for reference.
- contract signing software: Export clients list and matters data. Use the data export feature for complete records.
Step 2: Build templates in Plutio (2-3 hours)
Use your exported content as reference to create new templates. Start with the matter type you use most frequently. Recreate 2-3 core templates initially rather than trying to migrate every document you've ever created. Focus on forward-looking workflows, not historical archives.
Step 3: Set up integrations (30 mins)
Connect payment processing (Stripe, PayPal), calendar sync (Google Calendar, Outlook), and accounting software (accounting software, Leading bookkeeping tools). Test each integration with a sample transaction to make sure data flows correctly before relying on it for real clients work.
Step 4: Import clients data (30 mins)
Upload your clients CSV to Plutio. Map fields appropriately (name, email, company, phone, address). For active clients with ongoing matters, create their records. For historical clients you may never work with again, consider whether import is necessary.
Step 5: Run parallel for new work
Use Plutio for all new clients engagements while keeping the old system active for matters already in progress. Running parallel avoids the complexity of migrating mid-matter work and gives you time to learn the new system on fresh matters. As active matters on the old system complete, those clients transition to Plutio for future work.
Step 6: Phase out the old tool
Once all active matters on your old system complete (typically 30-60 days), cancel that subscription. Maintain read-only access to historical records if the tool allows, or export final archives before cancellation.
Common migration pitfalls to avoid
- Trying to migrate everything: Focus on active clients and forward-looking workflows. Historical data can remain in archives.
- Switching mid-matter: Finish in-progress work on the old system. Start new clients on Plutio.
- Not testing integrations: Verify payment processing works with a real (small) transaction before relying on it.
- Skipping the learning curve: Use the first 2-3 matters as deliberate learning opportunities.
The investment in migration pays back in time saved on every future matter, proposal, and clients interaction. Plan for a weekend of setup and a few weeks of adjustment, then benefit from simplified workflows going forward.
